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Client Experience Specialist

Client Experience Specialist

beBeeOnboardingKozhikode, Kerala, India
17 days ago
Job description

Delivering Excellent Client Experiences

We're seeking a skilled Onboarding Specialist to create seamless and professional experiences for our clients from the very start. This critical role involves ensuring every step of the onboarding process runs smoothly, efficiently, and in line with compliance standards.

As an Onboarding Specialist, you'll work closely with cross-functional teams to build strong internal connections while directly impacting client satisfaction. If you're detail-oriented, proactive, and enjoy taking ownership of critical processes, this is the perfect opportunity for you.

Key Responsibilities :

  • Review and verify client documentation, manage pending KYC and KYB cases
  • Process onboarding-related tickets accurately and within SLA
  • Communicate with Sales and Compliance to resolve missing or unclear information
  • Ensure complete and compliant onboarding for both individual and legal entity clients
  • Securely store all client documents in our internal CRM system
  • Escalate high-risk cases or irregularities to Compliance for further review
  • Support 2FA resets, profile disabling / enabling, and basic account changes during onboarding
  • Monitor client profiles for red flags, conduct World Check screenings and re-screenings
  • Ensure proper CRM setup and sales assignment, conduct CRM configuration testing to ensure all automations function correctly

The Ideal Candidate Will Possess :

  • Strong understanding of KYC / KYB and AML processes
  • Experience onboarding both individual and corporate clients preferred
  • Familiarity with internal tools like CRM (FXBO), Jira, Teams, Outlook, Freshdesk
  • Excellent attention to detail and organizational skills
  • Good communication and coordination skills across departments
  • Ability to manage time-sensitive tasks with efficiency
  • Discretion in handling sensitive client information
  • Ability to work on shifts and weekends

    • Why Join Our Team?

  • Opportunity to make a meaningful impact on client satisfaction
  • Collaborative and dynamic work environment
  • Professional growth and development opportunities
  • Competitive compensation and benefits package
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    Client Experience Specialist • Kozhikode, Kerala, India